Vaultify

All your wealth, one vault.

Vaultify is the personal finance dashboard built for investors who hold assets across multiple institutions — stocks, ETFs, bank accounts, gold, and more — and want to see everything in one place, in real time.

Stop switching between your brokerage app, your bank app, and a spreadsheet. Vaultify connects to your accounts and aggregates your entire financial picture into a single, beautifully clear dashboard.

WHAT VAULTIFY DOES

Vaultify pulls together your balances, holdings, and positions across all your linked accounts and displays your total net worth — converted into your preferred currency — updated every time you open the app.

KEY FEATURES

• Net Worth Dashboard — See your total wealth at a glance: equities, cash, gold, and all connected accounts rolled up into one number.

• Portfolio Tracking — View all your brokerage holdings and positions across institutions, with P&L, gain/loss, and allocation breakdowns.

• Bank Account Aggregation — Connect your bank accounts via secure open banking (PSD2). Vaultify reads your balances — it cannot move your money.

• Brokerage Integration — Link your brokerages and see live positions, holdings, and performance without entering them manually.

• Manual Asset Entry — Add gold, real estate, or any other asset manually and include it in your net worth calculation.

• Transaction History — Unified view of transactions across all your linked banks in one scrollable feed.

• Multi-Currency Support — Hold accounts in different currencies? Vaultify converts everything into your base currency using live FX rates.

BUILT FOR SECURITY

Your security is our priority:

• Bank-level encryption for all stored credentials
• Read-only access — Vaultify can never initiate transfers or trades
• App PIN lock for an extra layer of protection

PRIVACY BY DESIGN

Vaultify does not store your bank balances or transaction data on our servers. That data is fetched live from your institutions each time you open the app and is never written to our database. You are always in control.

GET STARTED

Join the growing community of investors who have unified their financial life with Vaultify. Sign up in seconds — no credit card required.

Questions? Reach us at support@vaultify.app